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Portfolio (Quarterly) Guide ↗

Key Financial Inc

· CIK 0001801720
13F Portfolio $611M AUM 1,400 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1356 New
Page 42 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CME CME GROUP INC Financial Services 56.0 $12K 0.00% NEW $220.82 +24.5%
822 PSL INVESCO EXCHANGE TRADED FD T 110.0 $12K 0.00% NEW $112.00 +3.4%
823 AAON AAON INC Industrials 97.0 $12K 0.00% NEW $126.86 -37.4%
824 PANW PALO ALTO NETWORKS INC Technology 36.0 $12K 0.00% NEW $341.03 +4.9%
825 GGG GRACO INC Industrials 162.0 $12K 0.00% NEW $75.61 +6.7%
826 CRK COMSTOCK RES INC Energy 815.0 $12K 0.00% NEW $14.92 -4.7%
827 ENS ENERSYS Industrials 52.0 $12K 0.00% NEW $233.83 -18.8%
828 CROX CROCS INC Consumer Cyclical 100.0 $12K 0.00% NEW $120.64 +1.2%
829 RDIV INVESCO EXCH TRADED FD TR II 207.0 $12K 0.00% NEW $58.00 +10.1%
830 DB DEUTSCHE BK AG Financial Services 354.0 $12K 0.00% NEW $33.76 +12.0%
831 NANR SPDR INDEX SHS FDS 157.0 $12K 0.00% NEW $75.50 +20.9%
832 PPA INVESCO EXCHANGE TRADED FD T 67.0 $12K 0.00% NEW $176.66 -1.7%
833 ELF E L F BEAUTY INC Consumer Defensive 158.0 $12K 0.00% NEW $74.00 +37.8%
834 HBAN HUNTINGTON BANCSHARES INC Financial Services 659.0 $12K 0.00% NEW $17.73 -3.9%
835 TFC TRUIST FINL CORP Financial Services 232.0 $12K 0.00% NEW $49.82 +1.2%
836 TDTT FLEXSHARES TR 481.0 $12K 0.00% NEW $23.91 -1.3%
837 WPC WP CAREY INC Real Estate 160.0 $11K 0.00% NEW $71.65 -0.6%
838 ACLS AXCELIS TECHNOLOGIES INC Technology 60.0 $11K 0.00% NEW $189.45 -32.9%
839 IGE ISHARES TR 202.0 $11K 0.00% NEW $56.18 +18.2%
840 AA ALCOA CORP Basic Materials 217.0 $11K 0.00% NEW $52.14 -0.6%
Page 42 of 68  ·  1,356 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.9%
Financial Services 14.1%
Healthcare 13.7%
Consumer Cyclical 8.4%
Industrials 7.1%
Energy 7.1%
Communication Services 4.8%
Consumer Defensive 4.7%
Utilities 3.0%
Basic Materials 0.7%